> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/administration-and-configuration/configuring-application-settings/incident-application-settings.md).

# Incident Application Settings

Configure and manage settings for the Incident application.

## Overview

Before the **Incident** application can be used, administrators (or authorized users) must configure the application settings.

***

## Configuring Application Settings

{% stepper %}
{% step %}

### Configuring Platform Settings <a href="#configuring-platform-settings" id="configuring-platform-settings"></a>

> **Navigation Path (Menu Bar):** `Facilities > Settings`

Use this module to establish a connection between the system and the target environment.

* **Base URL**: Enter the base address of the EPC server where data is stored.
* **Administrator Credentials**: Enter the EPC administrator’s username and password.
* Click **Test** to verify the connection.
* Once validated, select the environment for data retrieval from the **Default Environment** dropdown.
* Click **Save** to apply the configuration.

***

{% endstep %}

{% step %}

### Configuring QMS Admin Settings <a href="#configuring-qms-admin-settings" id="configuring-qms-admin-settings"></a>

> **Navigation Path (Menu Bar):** `QMS > QMS Admin Settings`

Use these modules to define options that populate dropdowns across the application.

#### <i class="fa-folder-gear">:folder-gear:</i>  General Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Location</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FWDFAlPX7KBerNGxDX5zk%2F146.png?alt=media&amp;token=95a3788b-4b40-4de3-b2f0-c461ef1bc564" alt="" width="63"><figcaption></figcaption></figure></div></td><td></td><td>Define geographical or operational locations relevant to your organization.</td><td><code>Site</code></td><td><ul><li><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li></ul></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/location.md">Location</a></td></tr><tr><td align="center"><strong>Compliance Programs</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FCF0f0G3FeO9HeokDSXmq%2F152.png?alt=media&amp;token=d09a6b6a-aa5f-472d-9594-535d7221ca64" alt="" width="64"><figcaption></figcaption></figure></div></td><td></td><td>Define compliance programs applicable to your organization.</td><td><code>Compliance Program</code></td><td><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/compliance-program.md">Compliance Program</a></td></tr><tr><td align="center"><strong>Frequency</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FpFBEoTKeF4W3jYlId74X%2F147.png?alt=media&amp;token=263b60ff-661c-46ab-b4cf-86005c2d3d94" alt="" width="58"><figcaption></figcaption></figure></div></td><td></td><td>Define the intervals at which activities are scheduled to occur.</td><td><code>Frequency</code></td><td><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/frequency.md">Frequency</a></td></tr><tr><td align="center"><strong>Category</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fut0HD4hvkY2SvtecsVsM%2F138.png?alt=media&amp;token=84ad3d21-e9f7-42f8-ae01-308fb835641b" alt="" width="65"><figcaption></figcaption></figure></div></td><td></td><td>Define categories for classifying and organizing activities across the organization.</td><td><code>Category</code></td><td><ul><li><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li></ul></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/category.md">Category</a></td></tr><tr><td align="center"><strong>Currency</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FipHTXIX5sOm89nKDIGhs%2F134.png?alt=media&amp;token=ab7e957c-3bfa-47bc-8f52-846382b779ff" alt="" width="65"><figcaption></figcaption></figure></div></td><td></td><td>Define currencies used when entering cost values.</td><td><code>Currency Name</code></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md#financial-impacts">New Incident</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/currency.md">Currency</a></td></tr><tr><td align="center"><strong>RCA Reason &#x26; Description</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FANXAdzbKrD2gSClpuzoL%2F160.png?alt=media&amp;token=862d2f38-2a08-4189-a4c9-e2c040438ab4" alt="" width="53"><figcaption></figcaption></figure></div></td><td></td><td>Define root cause analysis reasons and related descriptions.</td><td><ul><li><code>RCA Reason</code></li><li><code>RCA Description</code></li></ul></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/execute-root-cause-investigation-and-create-actions.md">Execute RCA Investigation and Create Actions</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/rca-reason-and-description.md">RCA Reason &amp; Description</a></td></tr></tbody></table>

#### <i class="fa-person-falling-burst">:person-falling-burst:</i>  Incident Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Related To</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fi3QQtWqiBiiDEOf2KK39%2F151.png?alt=media&amp;token=9fef7b16-f5f6-4a42-ab2f-85396c442e5f" alt="" width="57"><figcaption></figcaption></figure></div></td><td></td><td>Define links between incidents and other entities.</td><td><code>Related To</code></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">Create New Incident</a></td></tr></tbody></table>

#### <i class="fa-calendar-check">:calendar-check:</i>  Action Item Settings

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Duration</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fx6YIObNoDkBKJ8RGK7ur%2F153.png?alt=media&amp;token=e21d6790-0416-4f9c-87f9-8ef44f3c0f75" alt="" width="64"><figcaption></figcaption></figure></div></td><td></td><td>Define durations used for effectiveness checks.</td><td><code>Effectiveness Check Duration</code></td><td><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/execute-action.md">Execute the Action</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/action-item-application-settings/duration.md">Duration</a></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Products / Equipment

> **Navigation Path:** `Apps > QMS > Product(s)/Equipment`

Use this application to define products that are involved in or affected by incidents.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Product</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fh1xgaRAJmGJ9T94ae1L8%2F139.png?alt=media&amp;token=5248badf-085c-41f5-aab5-1e8ba4952fe5" alt="" width="61"><figcaption></figcaption></figure></div></td><td></td><td>Define organizational products and equipment.</td><td><code>Product</code></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/products-equipment-application.md">Managing Product(s) / Equipment (Apps)</a></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Suppliers

> **Navigation Path:** `Apps > QMS > Supplier`

Use this application to define suppliers that are involved in or affected by incidents.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Supplier</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F68BuGKmGL60Q2VatGcZA%2F159.png?alt=media&amp;token=8e448720-9606-4c2f-a8a7-6f564143f0ed" alt="" width="65"><figcaption></figcaption></figure></div></td><td></td><td>Define suppliers associated with your organization.</td><td><code>Supplier</code></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/supplier-application.md">Managing Suppliers (Apps)</a></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Organizational Data

> **Navigation Path:** `Library > Organization`

Use this module to define organizational entities involved in the application workflow.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Departments</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FMXt7CM4gnfDh27YPqspG%2F140.png?alt=media&amp;token=c8dcda82-e9b5-41b6-85f2-25e7d36cfd26" alt="" width="65"><figcaption></figcaption></figure></div></td><td></td><td>Define departments involved in or affected by incidents.</td><td><ul><li><code>Business Division</code></li><li><code>Business Line</code></li></ul></td><td><ul><li><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li></ul></td><td><a href="/interfacing-help-files/process-analysts/organization-management/creating-and-editing-organization-objects.md">Creating &amp; Editing Organization Objects</a></td></tr><tr><td align="center"><strong>Users, Roles, &#x26; Groups</strong></td><td></td><td align="center"><div><figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FMXt7CM4gnfDh27YPqspG%2F140.png?alt=media&amp;token=c8dcda82-e9b5-41b6-85f2-25e7d36cfd26" alt="" width="65"><figcaption></figcaption></figure></div></td><td></td><td>Define users, roles, or groups participating in the workflow (e.g., reviewers, action owners).</td><td><ul><li><code>Reviewer</code></li><li><code>Investigator</code></li><li><code>Action Owner</code> &#x26; <code>Action Reviewer</code></li></ul></td><td><ul><li><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents/create-new-incident.md">New Incident</a></li><li><a href="/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md">Add Action Item</a></li></ul></td><td><a href="/interfacing-help-files/process-analysts/organization-management.md">Managing the Organization</a></td></tr></tbody></table>

***

{% endstep %}
{% endstepper %}

***


---

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